NSE: BHEL, Capital Goods
BHEL Bharat Heavy Electricals
Held by 9 of 18 RupeeCase index algos on their latest published lists, and by 1 more earlier in the record. Record to 3 Jul 2026.
- Held by
- 9of 18 index algos, latest lists
- Ever held by
- 10index algos since May 2021
- First on a list
- 14 May 2021Midcap
- Record to
- 3 Jul 2026last list naming it
- On the latest published list
- Held earlier in the record
Model, back tested rebalance record of the 18 RupeeCase index algos, published lists May 2021 to 3 Jul 2026. Tickers are not recommendations. No price data on this page.
01Holders
9 index algos name BHEL on their latest list.
Each card is one published list with its date. Lists are equal weighted at the stock level; multi asset lists carry ETF sleeves beside the equity names.
- Energy Basket11 May 20261 of 10 names on the list, about 10% at equal weight.CNX Energy, rebalanced every weekRebalance of 11 May 2026
- Midcap11 May 20261 of 20 names on the list, about 5% at equal weight.Nifty Midcap 150, rebalanced every 2 weeksRebalance of 11 May 2026
- Large Midcap11 May 20261 of 40 names on the list, about 2.5% at equal weight.Nifty LargeMidCap 250, rebalanced every 2 weeksRebalance of 11 May 2026
- Allcap Multi Asset8 May 20261 of 48 names on the list; the equity sleeve is equal weighted, ETF sleeves sit beside it.Nifty Total Market (max 5000), rebalanced every 2 weeksRebalance of 8 May 2026
- Dynamic Asset Allocator26 Jun 20261 of 53 names on the list; the equity sleeve is equal weighted, ETF sleeves sit beside it.Nifty Total Market plus debt and gold, rebalanced every 3 weeksRebalance of 26 Jun 2026
- Large Mid Hybrid8 May 20261 of 41 names on the list; the equity sleeve is equal weighted, ETF sleeves sit beside it.Nifty LargeMidCap 250, rebalanced every 2 weeksRebalance of 8 May 2026
- Large Mid Multi Asset8 May 20261 of 42 names on the list; the equity sleeve is equal weighted, ETF sleeves sit beside it.Nifty LargeMidCap 250, rebalanced every 2 weeksRebalance of 8 May 2026
- Midcap Smallcap8 May 20261 of 57 names on the list; the equity sleeve is equal weighted, ETF sleeves sit beside it.NSE Universe (max 2000), rebalanced every 2 weeksRebalance of 8 May 2026
- TotalMarket Hybrid8 May 20261 of 47 names on the list; the equity sleeve is equal weighted, ETF sleeves sit beside it.Nifty Total Market (max 5000), rebalanced every 2 weeksRebalance of 8 May 2026
02On and off the list
149 moves across the lineup.
Every entry and exit of BHEL in the published record, newest first. Each row links to that rebalance in the index algo's history.
- AllcapOut
- Dynamic Asset AllocatorIn
- AllcapIn
- Allcap Multi AssetIn
- Midcap SmallcapIn
- TotalMarket HybridIn
- Energy BasketIn
- Large Mid HybridIn
- Large MidcapIn
- Large Mid Multi AssetIn
- MidcapIn
- Energy BasketOut
- Large MidcapOut
- Large Mid HybridOut
- Large Mid Multi AssetOut
- MidcapOut
- Dynamic Asset AllocatorOut
- AllcapOut
- Midcap SmallcapOut
- Allcap Multi AssetOut
- TotalMarket HybridOut
- Dynamic Asset AllocatorIn
- AllcapIn
- Allcap Multi AssetIn
125 earlier moves are in the rebalance histories linked above.
03Sector and industry
Capital Goods on NSE.
NSE's four level industry classification, as published on 9 Oct 2026.
- NSE macro sector
- Industrials
- NSE sector
- Capital Goods
- Industry
- Electrical Equipment
- Basic industry
- Heavy Electrical Equipment
- NSE index
- Nifty Midcap 50
- Listed on NSE since
- 11-Nov-2003
04Questions
BHEL, in plain words
Which RupeeCase index algos hold BHEL?
On the latest published lists (record to 3 jul 2026), BHEL is on 9 lists: Midcap Smallcap, Allcap Multi Asset, TotalMarket Hybrid, Midcap, Large Mid Multi Asset, Large Midcap, Large Mid Hybrid, Energy Basket, Dynamic Asset Allocator. Each list is equal weighted at the stock level, so the weight is one divided by the number of names on that list.
What is a quantitative index algo?
A fixed, published rule that screens an NSE universe (momentum and risk measures), takes the top names at equal weight and rebalances on a set schedule. RupeeCase publishes every list on every rebalance date; the index investing page explains the method and the strategies hub lists all 18.
Do I own BHEL shares if I invest through RupeeCase?
Yes. Trades go through your own broker and the shares sit in your own demat account; RupeeCase never holds money or securities. The fee is 0.2% of the value traded at each rebalance, nothing else. Figures on this page are the model, back tested record, not a price feed and not advice.
Hold BHEL the way the algo does.
Energy Basket rebalances on a published schedule; you approve each rebalance in your own broker account and pay 0.2% of the value traded, nothing else.
Model, back tested rebalance record of the 18 RupeeCase index algos, published lists May 2021 to 3 Jul 2026. Tickers are not recommendations. No price data on this page.